Capital Solutions

Sr Investment Strategies, Private Equity & Infrastructure

The Senior Investment Strategist, Private Equity & Infrastructure job provides technical and analytic support for the design, development, and implementation of a product line or service. This job develops comprehensive wealth management (benefit plan services, philanthropic solutions, and asset management) solutions for affluent and high-net-worth clients. This job performs macroeconomic research and delivers optimized asset allocation strategies.

Key Responsibilities and Duties

• Gathers data and performs analytics related to private equity infrastructure investment and portfolio analysis.
• Conducts infrastructure research and analysis on private markets (equity and debt investments) and communicates analysis in written reports.
• Develops comprehensive portfolio solutions and creates strategic asset allocation models and tactical asset allocation recommendations.
• Identifies risk factors and relevant historical analysis that may affect the outlook of private equity and infrastructure investments.
• Monitors the competitive landscape for infrastructure investing trends and develops competitive intelligence that can support the investment strategy.
• Works closely with financial advisors and clients to understand the risks and benefits of private equity, private debt, and private real assets.

Educational Requirements

Work Experience

Physical Requirements

Career Level

8IC

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